Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22*
0.1%
0.8%
—
2
FY23
1.3%
-0.7%
-0.40
12
FY24
29.7%
-0.9%
3.08
12
FY25
8.5%
-1.6%
0.23
12
FY26
-2.4%
-1.7%
-0.69
12
FY27*
11.0%
-1.2%
1.97
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2022
-2.7
+2.9
-1.9
-2.1
-2.9
+6.5
+3.9
-1.3
+2.8
+2.6
-2.0
+5.5
2023
-2.8
-1.4
+0.3
+2.4
+2.9
+3.4
+3.0
+0.0
+1.4
-1.8
+4.8
+5.1
+18.2
2024
+1.7
+2.2
+1.4
+1.9
-0.1
+6.6
+3.4
+1.5
+2.6
-4.4
+0.4
+0.1
+18.5
2025
-3.9
-5.2
+6.1
+3.3
+1.6
+2.1
-1.2
-1.5
+1.2
+3.1
+1.4
-0.9
+5.6
2026
-2.1
-0.1
-8.7
+6.8
-1.1
+1.9
+1.7
+1.4
-0.9
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard